Joshua Masters, financial advisor Fort Smith AR

Joshua Masters

CRD Number: 6559462
Current Firm: Avantax Advisory Services

Joshua Masters (CRD# 6559462) is an Investment Advisor Representative working at Avantax Advisory Services in Fort Smith, AR and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services Fort Smith, AR Oct 2019 - Current 4
Avantax Investment Services, Inc. Fort Smith, AR Oct 2019 - Current 4
Landmark Cpa, Plc Fort Smith, AR Oct 2018 - Current 5
Avantax Insurance Services Fort Smith, AR Jul 2018 - Current 5
1st Global Advisors, Inc. Russellville, AR Jun 2016 - Oct 2019 3
1st Global Capital Corp. Russellville, AR Jun 2016 - Oct 2019 3
Beall Barclay & Company, Plc Cpas Fort Smith And Russellville, AR Dec 1999 - Oct 2018 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2016
Contact Info for Joshua J. Masters
Phone Number: 972-870-6000
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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